# Report List

# 00. Overview of Costs and Expenses on a Job

<span style="color: rgb(45, 194, 107);">**Job Costing&gt; Reports&gt; Reports List**</span>

This report can be run by selecting a Job Number range, a Debtor range or a Date range as the selection criteria working in conjunction with the Job Status options available in the Job Status drop down.

<p class="callout info">Please Note : When a Job Number range is selected the Date range is disabled.</p>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/scaled-1680-/image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/image.png)

<table border="1" id="bkmrk-from-job-%2F-to-job-%C2%A0-" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 22.3759%;"></col><col style="width: 77.6241%;"></col></colgroup><tbody><tr><td>**From Job / To Job**</td><td> </td></tr><tr><td>**From Debtor / To Debtor**</td><td>  
</td></tr><tr><td>**From Date / To Date**</td><td>  
</td></tr><tr><td>**Job Status**</td><td>  
</td></tr><tr><td>**Division**</td><td>Division, region and assembly have options to filter by these cost centres.  
a. There is a P next to each with a tick box which stands for Print – Show as a column on the report to display the relevant cost centre

</td></tr><tr><td>**Include Branch**</td><td>display branch as a column on the report</td></tr><tr><td>**Include Internal Jobs**</td><td>This is a flag on the job, by default we exclude internal jobs on report. Put tick on to include them in report</td></tr><tr><td>**Show Wip**</td><td>Future Managed Costs on Job – This displays areas in the system that has a job linked to it that has not yet been added to job.

a. It looks at documents that are in process or in preparation

</td></tr><tr><td>**Show Financial**</td><td>Shows columns related to sales figures on the job</td></tr><tr><td>**Show Excl QT**</td><td>This is a flag on the quotes which flags that the quote values for sell and cost should not be part of the calculation for budget.  
a.If ticked it means you want to include these quotes as part of your report

</td></tr><tr><td>**Show Last Active**</td><td>  
</td></tr><tr><td>**Status / Position**</td><td>  
</td></tr><tr><td>**Sort By**</td><td>  
</td></tr><tr><td>**Region**</td><td>Division, region and assembly have options to filter by these cost centres.  
a. There is a P next to each with a tick box which stands for Print – Show as a column on the report to display the relevant cost centre</td></tr><tr><td>**Assembly**</td><td>Division, Region and Assembly have options to filter by these cost centres.  
a. There is a P next to each with a tick box which stands for Print – Show as a column on the report to display the relevant cost centre</td></tr><tr><td>**Job Manager**</td><td>  
</td></tr><tr><td>**Show % Est Cost**</td><td>Shows the percentage cost figures from percentage invoices as columns on the report</td></tr><tr><td>**Show Invoiced Cost**</td><td>displays new columns on the report to show invoiced costs</td></tr><tr><td>**Show Invoiced Month**</td><td>  
</td></tr><tr><td>**Show Jobs Invoiced**</td><td>  
</td></tr></tbody></table>

1. Start date – the start date of the job  
    2. Est Start Date – Estimated start date which is used to work out the task activities  
    3. Comp Date – Completion date – the date you want the job to finish – lets say Friday because on Monday to delivery  
    4. Del Date – Delivery date – the date you want to the job to be delivered  
    5. Days – the outstanding days from today to completion date  
    6. Project Manager – the project manager assigned to the job  
    7. Debtor code – the customer code  
    8. Debtor name – the customer name  
    9.Job No – The job number – click on this number to open up the manage job screen  
    10. Description – the short description of the job  
    11. Job status – the status of the job – Non Started, Started, Completed, cancelled or closed  
    13. % Complete – the percentage of completion of the job – Budget versus managed  
    14. Order No – The customer order number  
    15. Quote No – The original quote number
2. Order value - This is the quote sell value of all quotes (excluding quotes flagged as excluded)  
    2. Planned cost - This is the quote cost value of all quotes (excluding quotes flagged as excluded)  
    3. Planned Profit - This is the profit of the quote = Order value - Planned cost  
    4. Managed – Total managed on job – actual managed items  
    5. Total – The total managed WIP = Future WIP + Total managed  
    6. Incurred Costs – Displays values of cashbooks and creditors journals linked to the job  
    7. Job del note – the value of cost in Job delivery note before Job invoice  
    a.once the delivery note is processed to invoice, value is taken out of this column  
    8. Job Invoice – the cost of job invoices via Usage job invoice or Percentage job invoice  
    a.If job is usage – total usage value on invoices processed  
     b. If job is percentage – the estimated percentage cost value entered by the user  
    9. Debtor invoice – the cost of the customer invoice done linked to the job  
    10. Credit note – the cost value of the credit note linked to the job.

<div id="bkmrk-1.-job-invoice-%E2%80%93-the">1. Job Invoice – the sell value of job invoices via Usage job invoice or Percentage job invoice</div><div id="bkmrk-a.if-job-is-usage-%E2%80%93-">a.If job is usage – total usage value on invoices processed</div><div id="bkmrk-b.-if-job-is-percent">b. If job is percentage – the estimated percentage cost value entered by the user</div><div id="bkmrk-2.-debtor-invoice-%E2%80%93-">2. Debtor invoice – the sell value of the customer invoice done linked to the job</div><div id="bkmrk-3.-credit-note-%E2%80%93-the">3. Credit note – the sell value of the credit note linked to the job</div><div id="bkmrk-4.-total-sales-%3D-job">4. Total Sales = Job Invoice sell + Debtors Invoice sell - Credit Note sell</div><div id="bkmrk-5.-outstanding-t%2Fo-%3D">5. Outstanding T/O = Order sell Value - Invoiced sell value (if negative will not show)</div><div id="bkmrk-6.-future-costs-%3D-qu">6. Future Costs = Quote cost - WIP (if positive will not show) </div><div id="bkmrk-a.if-negative%2C-shows">a.If negative, shows as a positive figure to indicate that you are creating more costs than estimated - warning</div><div id="bkmrk-b.-if-positive%2C-this">b. If positive, this indicates that your estimated cost has not exceeded actual cost</div><div id="bkmrk-7.-future-profit-%3D-q">7. Future profit = Quote cost - WIP (if negative will not show)</div><div id="bkmrk-a.if-positive%2C-shows">a.If positive, shows as a positive figure to indicate that you are under your estimated cost to actual managed and therefore will see more profit</div><div id="bkmrk-b.-if-negative%2C-this">b. If negative, this indicates that your estimated cost has exceeded actual cost (will not show here but in Future costs)</div><div id="bkmrk-8.invoiced-cost-%3D-jo">8.Invoiced Cost = Job Invoice cost + Debtor Invoice cost - Credit Note cost</div><div id="bkmrk-9.-invoiced-profit-%3D">9. Invoiced Profit = Total invoiced sales sell – Total invoiced cost</div><div id="bkmrk-10.-closed-job-costs">10. Closed job costs – shows the value of costs of the closed job items</div><div id="bkmrk-11.-job-profit-%3D-inv">11. Job Profit = Invoiced cost - Planned quote cost – Total managed</div><div id="bkmrk-12.-profit-variance-">12. Profit variance = Job Profit – Planned quote cost</div><div id="bkmrk-13.-last-memo-note-o">13. Last memo note on job</div><div id="bkmrk--1">  
</div><table border="1" id="bkmrk-a-order-value-sellin" style="border-collapse: collapse; width: 100%; height: 593px;"><colgroup><col style="width: 5.19159%;"></col><col style="width: 26.9894%;"></col><col style="width: 67.819%;"></col></colgroup><tbody><tr style="height: 29.6px;"><td style="height: 29.6px;">A</td><td style="height: 29.6px;">Order Value</td><td style="height: 29.6px;">Selling Value of the quote.</td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">B</td><td style="height: 29.6px;">Planned Cost</td><td style="height: 29.6px;">Costs as per the quote.</td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">C</td><td style="height: 29.6px;">Profit</td><td style="height: 29.6px;">Difference between the Order Value and the Planned Cost.</td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">D</td><td style="height: 29.6px;">Stock Requests</td><td style="height: 29.6px;">All cost values of Stock Requests with the status Requested or Authorised.</td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">E</td><td style="height: 29.6px;">Outstanding Purchase Orders</td><td style="height: 29.6px;">All cost values of Purchase Orders with the status Created or Authorised.</td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">F</td><td style="height: 29.6px;">GRV To Job</td><td style="height: 29.6px;">All cost values of GRVs with the status Preparation or Posted.</td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">G</td><td style="height: 29.6px;">Del. Note To Job</td><td style="height: 29.6px;">All cost values of Delivery Notes with the status Created.</td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">H</td><td style="height: 29.6px;">BOM</td><td style="height: 29.6px;">All cost values of a BOM item with the status Created, Pending or Active.</td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">I</td><td style="height: 29.6px;">Picking Slips</td><td style="height: 29.6px;">All cost values of items on Picking Slips that have not been managed.</td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">J</td><td style="height: 29.6px;">Time Sheet WIP</td><td style="height: 29.6px;">All cost values of items on Job Capture that have not been processed.</td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">K</td><td style="height: 29.6px;">Managed</td><td style="height: 29.6px;">All cost values of items on a Job that have been managed.</td></tr><tr style="height: 30.6px;"><td style="height: 30.6px;">L</td><td style="height: 30.6px;">TOTAL</td><td style="height: 30.6px;">Sum of A, B, C, D, E, F, G, H, I, J and K</td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">M</td><td style="height: 29.6px;">Incurred Costs</td><td style="height: 29.6px;">All GL Cash Books and Creditor Journals that have been posted linked to the job.</td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">N</td><td style="height: 29.6px;">Job Delivery Note</td><td style="height: 29.6px;">All cost values of items on a Job Delivery Note.</td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">O</td><td style="height: 29.6px;">Job Invoice</td><td style="height: 29.6px;">All cost values of items on a Job Invoice.</td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">P</td><td style="height: 29.6px;">Debtor Invoice</td><td style="height: 29.6px;">All cost values of items on a Debtor Invoice with the status Posted.</td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">Q</td><td style="height: 29.6px;">Credit Note</td><td style="height: 29.6px;">All cost values of items on a Debtor Credit Note with the status Posted</td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">R</td><td style="height: 29.6px;">Outstanding Turn Over</td><td style="height: 29.6px;">A - (O + P - Q)</td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">S</td><td style="height: 29.6px;">Future Costs</td><td style="height: 29.6px;">B – L</td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">T</td><td style="height: 29.6px;">Future Profit</td><td style="height: 29.6px;">B – K</td></tr></tbody></table>

# 01. Job Quote Summary Report

<span style="color: rgb(45, 194, 107);">**Job Costing&gt; Reports&gt; Reports List**</span>

This report shows quotes in various status levels with cost, selling and profits to be made.

It gives an indication of the estimated profit on a quote   
It takes the cost values at the time of creating the quote and fixes them when moving to the job.  
costs might vary when managing the actual job.

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/scaled-1680-/WfEimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/WfEimage.png)

<table border="1" id="bkmrk-job-no.-%C2%A0-date-from-" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 50%;"></col><col style="width: 50%;"></col></colgroup><tbody><tr><td>**Job No.**</td><td> </td></tr><tr><td>**Date From / To**</td><td>  
</td></tr><tr><td>**Status**</td><td>  
</td></tr><tr><td>**Sort By**</td><td>  
</td></tr><tr><td>**Sales Rep**</td><td>  
</td></tr><tr><td>**Quote Type**</td><td>  
</td></tr><tr><td>**Division**</td><td>  
</td></tr><tr><td>**Job Status**</td><td>  
</td></tr><tr><td>**Print Memo**</td><td>  
</td></tr><tr><td>**Show Excl QT**</td><td>  
</td></tr><tr><td>**Quote**</td><td>  
</td></tr></tbody></table>

# 02. Job Quote Detail Report

<span style="color: rgb(45, 194, 107);">**Job Costing&gt;Reports&gt;Reports List**</span>

This report shows quote details in various status levels with costs and selling values.

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/scaled-1680-/NHeimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/NHeimage.png)

<table border="1" id="bkmrk-job-no.-%C2%A0-quote-no-s" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 17.2099%;"></col><col style="width: 82.8889%;"></col></colgroup><tbody><tr><td>**Job No.**</td><td> </td></tr><tr><td>**Quote No**</td><td>  
</td></tr><tr><td>**Sales Rep**</td><td>  
</td></tr><tr><td>**Date From and To**</td><td>  
</td></tr><tr><td>**Status**</td><td>  
</td></tr><tr><td>**Quote Type**</td><td>  
</td></tr><tr><td>**Sort By**</td><td>  
</td></tr><tr><td>**Include Branch**</td><td>  
</td></tr><tr><td>**Include Margin**</td><td>  
</td></tr><tr><td>**Show Excl QT**</td><td>  
</td></tr></tbody></table>

# 03. Quote and Job Status Report

<span style="color: rgb(45, 194, 107);">**Job Costing&gt;Reports&gt;Reports List**</span>

Report displaying Job related data based on quote selection criteria

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/scaled-1680-/qvuimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/qvuimage.png)

<table border="1" id="bkmrk-quote-date-%C2%A0-job-ope" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 24.247%;"></col><col style="width: 75.8519%;"></col></colgroup><tbody><tr><td>**Quote Date**</td><td> </td></tr><tr><td>**Job Open Date**</td><td>  
</td></tr><tr><td>**Customer Approval Date**</td><td>  
</td></tr><tr><td>**Date From and To**</td><td>  
</td></tr><tr><td>**Job Number**</td><td>  
</td></tr><tr><td>**Quote Status**</td><td>  
</td></tr><tr><td>**Division**</td><td>  
</td></tr><tr><td>**Include Branch**</td><td>  
</td></tr><tr><td>**Not Promoted**</td><td>  
</td></tr><tr><td>**Show Excl QT**</td><td>  
</td></tr><tr><td>**Debtor**</td><td>  
</td></tr><tr><td>**Job Status**</td><td>  
</td></tr><tr><td>**Region**</td><td>  
</td></tr><tr><td>**More Information**</td><td>  
</td></tr><tr><td>**Reopened Jobs**</td><td>  
</td></tr></tbody></table>

# 10. Job Grouping Report

<span style="color: rgb(45, 194, 107);">**Job Costing&gt;Reports&gt;Reports List**</span>

Job grouping report allows a selection to view quantity, cost or selling of jobs and compares  
quote, usage and invoiced values with balance.  
To run the report, select the customer, job number or the date.

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/scaled-1680-/c5wimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/c5wimage.png)

<table border="1" id="bkmrk-job-number-%C2%A0-custome" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 24.6173%;"></col><col style="width: 75.4815%;"></col></colgroup><tbody><tr><td>**Job Number**</td><td> </td></tr><tr><td>**Customer**</td><td>  
</td></tr><tr><td>**Started Date From and To**</td><td>  
</td></tr><tr><td>**Type**</td><td>Select the type of the report. (Quantity, Cost or Selling)</td></tr><tr><td>**Sort By**</td><td>Sort the report by selecting any from the drop down arrow.</td></tr><tr><td>**Include Branch**</td><td>  
</td></tr><tr><td>**Show Excl QT**</td><td>  
</td></tr></tbody></table>

# 11. Projected Values

<span style="color: rgb(45, 194, 107);">**Job Costing&gt;Reports&gt;Reports List**</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/scaled-1680-/kMuimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/kMuimage.png)

<table border="1" id="bkmrk-job-no-%C2%A0-status-date" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 22.5186%;"></col><col style="width: 77.5803%;"></col></colgroup><tbody><tr><td>**Job No**</td><td> </td></tr><tr><td>**Status**</td><td>  
</td></tr><tr><td>**Date From and To**</td><td>  
</td></tr><tr><td>**Selection**</td><td>Select either Cost or Selling</td></tr><tr><td>**Include Internal Jobs**</td><td>  
</td></tr><tr><td>**Show Excl QT**</td><td>  
</td></tr><tr><td>**Debtor**</td><td>  
</td></tr><tr><td>**Type**</td><td>  
</td></tr><tr><td>**Job Type**</td><td>  
</td></tr><tr><td>**Sort By**</td><td>  
</td></tr></tbody></table>

# 12. Projected Values

<span style="color: rgb(45, 194, 107);">**Job Costing&gt;Reports&gt;Reports List**</span>

This report is the same as the above report except that this compares different types example.   
Also gives a percentage completion.   
Excellent to view from quote to Actual completed.

<table border="1" id="bkmrk-a.-budget-vs-actual-" style="border-collapse: collapse; width: 29.8765%;"><colgroup><col style="width: 15.7546%;"></col><col style="width: 84.1625%;"></col></colgroup><tbody><tr><td>**a.**</td><td>Budget vs Actual</td></tr><tr><td>**b.**</td><td>Budget vs Invoiced</td></tr><tr><td>**c.**</td><td>Actual vs Invoiced</td></tr></tbody></table>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/scaled-1680-/MEjimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/MEjimage.png)

Same as projected values report with completion percentage.  
To run the report, select from the following fields:

<table border="1" id="bkmrk-job-no-select-the-jo" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 25.3299%;"></col><col style="width: 74.6454%;"></col></colgroup><tbody><tr><td>**Job No**</td><td>select the job number or leave it blank</td></tr><tr><td>**Status**</td><td>select the status from the drop down arrow</td></tr><tr><td>**Date From and To**</td><td>select the date from and the date to</td></tr><tr><td>**Select from the following:**</td><td>Select either Cost or Selling or Both

Select to run Incomplete or Complete or All reports the reports

</td></tr><tr><td>**Include Internal Jobs**</td><td>  
</td></tr><tr><td>**Debtor**</td><td>select the debtor or leave it blank</td></tr><tr><td>**Type**</td><td>select the type from the drop down arrow</td></tr><tr><td>**Job Type**</td><td>  
</td></tr><tr><td>**Sort By**</td><td>sort the report by selecting a customer, date, description, job number or quote  
number from the drop down arrow.</td></tr><tr><td>**Show Excl QT**</td><td>  
</td></tr><tr><td>**Show Jobs invoiced only**</td><td>  
</td></tr></tbody></table>

# 13. Job on Hand Value

<span style="color: rgb(45, 194, 107);">**Job Costing&gt;Reports&gt;Reports List**</span>

Job on hand value will give you the value based on either cost or selling on the job   
It gives you the comparison with

<table border="1" id="bkmrk-a.-budget---quote-b." style="border-collapse: collapse; width: 46.9136%; height: 88.8px;"><colgroup><col style="width: 10.1185%;"></col><col style="width: 89.8322%;"></col></colgroup><tbody><tr style="height: 29.6px;"><td style="height: 29.6px;">**a.**</td><td style="height: 29.6px;">Budget - Quote</td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">**b.**</td><td style="height: 29.6px;">Actual - WIP – quantity that was used on the Job </td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">**c.**</td><td style="height: 29.6px;">Invoiced - Amounts invoiced on the job</td></tr></tbody></table>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/scaled-1680-/NY3image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/NY3image.png)

<table border="1" id="bkmrk-action-conditions-ex" style="border-collapse: collapse; width: 84.5679%;"><colgroup><col style="width: 19.1547%;"></col><col style="width: 7.53831%;"></col><col style="width: 73.2823%;"></col></colgroup><tbody><tr><td>**Action**</td><td>  
</td><td>**Conditions**</td></tr><tr><td>Exclude Zero</td><td>1.</td><td>Job Not started and value is Zero.</td></tr><tr><td>  
</td><td>2.</td><td>Job started and Budgeted value is Zero and Invoiced value is Zero.</td></tr><tr><td>  
</td><td>3.</td><td>Job started and Budgeted value is equal to Invoiced value.</td></tr></tbody></table>

This report allows the user to view the summary of Job value either by cost or selling for budget, Actual and invoiced in a list of all jobs

<table border="1" id="bkmrk-debtor-from-and-to-s" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 20.6667%;"></col><col style="width: 79.4321%;"></col></colgroup><tbody><tr><td>**Debtor From and To**</td><td>Select the debtor from and debtor to, for a quick or specific report.</td></tr><tr><td>**Date From and To**</td><td>Select the date from and the date to for a quick or specific report.</td></tr><tr><td>**Type**</td><td>Select the type of the report , either cost or selling.</td></tr><tr><td>**Sort By**</td><td>Sort the report by selecting from the drop down arrow.</td></tr><tr><td>**Division**</td><td>  
</td></tr><tr><td>**Show Job Manager** </td><td>  
</td></tr><tr><td>**Show Site**</td><td>  
</td></tr><tr><td>**Show Long Desc.**</td><td>  
</td></tr><tr><td>**Show Excl QT**</td><td>  
</td></tr><tr><td>**Job Status**</td><td>Select the status from the drop down arrow</td></tr><tr><td>**Job Type**</td><td>  
</td></tr><tr><td>**Region**</td><td>  
</td></tr><tr><td>**Include Branch**</td><td>  
</td></tr><tr><td>**Include Internal Job**</td><td>  
</td></tr><tr><td>**Exclude Zero**</td><td>  
</td></tr></tbody></table>

# 15. Job Managed Costs Report

<span style="color: rgb(45, 194, 107);">**Job Costing&gt;Reports&gt;Reports List**</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/scaled-1680-/Kjiimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/Kjiimage.png)

<table border="1" id="bkmrk-job-no-%C2%A0-customer-da" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 24.3704%;"></col><col style="width: 75.7284%;"></col></colgroup><tbody><tr><td>**Job No**</td><td> </td></tr><tr><td>**Customer**</td><td>  
</td></tr><tr><td>**Date From and To**</td><td>  
</td></tr><tr><td>**Job Status**</td><td>  
</td></tr><tr><td>**Item Sort**</td><td>  
</td></tr><tr><td>**Show Excl QT**</td><td>  
</td></tr><tr><td>**Line Date From and To**</td><td>  
</td></tr><tr><td>**Quote No**</td><td>  
</td></tr><tr><td>**Sales Rep**</td><td>  
</td></tr><tr><td>**Sort By**</td><td>  
</td></tr><tr><td>**Job Type**</td><td>  
</td></tr><tr><td>**Include Internal Jobs**</td><td>  
</td></tr></tbody></table>

# 18. WIP Managed Value

<span style="color: rgb(45, 194, 107);">**Job Costing&gt;Reports&gt;Reports List**</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/scaled-1680-/nq8image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/nq8image.png)

<table border="1" id="bkmrk-customer-from-and-to" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 22.8889%;"></col><col style="width: 77.2099%;"></col></colgroup><tbody><tr><td>**Customer From and To**</td><td> </td></tr><tr><td>**Date To**</td><td>  
</td></tr><tr><td>**Job Number**</td><td>  
</td></tr><tr><td>**Output**</td><td>  
</td></tr><tr><td>**Division**</td><td>  
</td></tr><tr><td>**Invoice Group**</td><td>  
</td></tr><tr><td>**Filter By**</td><td>Select Unassigned, Assembly, Charge up, Prepriced</td></tr><tr><td>**Include Internal Jobs**</td><td>  
</td></tr><tr><td>**Exclude Zero**</td><td>  
</td></tr><tr><td>**Type**</td><td>Select Logged Cost, Cost or Selling</td></tr><tr><td>**Sort By**</td><td>  
</td></tr><tr><td>**Region**</td><td>  
</td></tr><tr><td>**Project**</td><td>  
</td></tr><tr><td>**Show Job Manager**</td><td>  
</td></tr><tr><td>**Show Site**</td><td>  
</td></tr></tbody></table>

# 20. WIP Summary

<span style="color: rgb(45, 194, 107);">**Job Costing&gt;Reports&gt;Reports List**</span>

WIP Summary will give you the value or quantity on the job and compares this to the Budgeted (Quote) to Actual (WIP) that has been completed on the Job.

Allows one to view a single job either by quantity or value per item of what has been budgeted versus the actual and the balance difference.

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/scaled-1680-/kP2image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/kP2image.png)

This report allows one to view a single job either by quantity or value per item of what has been budgeted   
versus the actual and the balance difference

<table border="1" id="bkmrk-job-number-%C2%A0-descrip" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 16.0988%;"></col><col style="width: 84%;"></col></colgroup><tbody><tr><td>**Job Number**</td><td> </td></tr><tr><td>**Description**</td><td>  
</td></tr><tr><td>**Order By**</td><td>  
</td></tr><tr><td>**Decimal Places**</td><td>  
</td></tr><tr><td>**Show Excl QT**</td><td>  
</td></tr></tbody></table>

# 21. Job Stock Managed

<span style="color: rgb(45, 194, 107);">**Job Costing&gt;Reports&gt;Reports List**</span>

This report shows what stock is on hand, how much stock is in WIP and how much stock has been used on the report

Reports only on stock items which shows the amount of stock in WIP and how much has been managed. Reports only per job.

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/scaled-1680-/ghkimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/ghkimage.png)

Reports only on stock items which shows the amount of stock in WIP and how much has been  
managed.

<table border="1" id="bkmrk-job-no-to-select-the" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 19.1507%;"></col><col style="width: 80.8246%;"></col></colgroup><tbody><tr><td>**Job No**</td><td>to select the Job number</td></tr><tr><td>**Sort By**</td><td>Sort the report by selecting one from the drop down arrow</td></tr><tr><td>**Stock From and To**</td><td>select stock from and the Stock To or leave blank to pull all the stock for the report.</td></tr><tr><td>**Only Negative**</td><td>to include negative jobs</td></tr></tbody></table>

# 22. Stock Values in Managed Jobs

<span style="color: rgb(45, 194, 107);">**Job Costing&gt;Reports&gt;Reports List**</span>

The report shows all stock items that have been used on the job.   
What has been invoiced and what was in Reserved quantity   
If the invoiced quantity equals the Reserved quantity it means that the stock has been removed from the WIP section.

Shows all stock items that have being managed on jobs between specified dates. It will give the quantity multiplied by the cost to give the total value that is currently being managed on Jobs.

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/scaled-1680-/KQrimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/KQrimage.png)

<table border="1" id="bkmrk-job-no.-from-and-to-" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 23.7531%;"></col><col style="width: 76.3457%;"></col></colgroup><tbody><tr><td>**Job No. From and To**</td><td> </td></tr><tr><td>**Stock Item From and To**</td><td>  
</td></tr><tr><td>**Date From and To**</td><td>  
</td></tr><tr><td>**Job Status**</td><td>  
</td></tr><tr><td>**Sort Order**</td><td>  
</td></tr><tr><td>**Decimal Places**</td><td>  
</td></tr><tr><td>**Type**</td><td>  
</td></tr><tr><td>**Summary**</td><td>  
</td></tr></tbody></table>

# 23. Time Log / Service Hours by Employee

<span style="color: rgb(45, 194, 107);">**Job Costing&gt;Reports&gt;Reports List**</span>

This will show the hours done by an employee on a job comparing the Budgeted (Quote) hours done to the Actual Hours done

Gives a report on employee hours worked on a list of different jobs. Shows the budgeted versus actual hours and balance done.

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/scaled-1680-/sUkimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/sUkimage.png)

<table border="1" id="bkmrk-select-select-time-l" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 18.0741%;"></col><col style="width: 82.0247%;"></col></colgroup><tbody><tr><td>**Select**</td><td>Select Time Logs or Time Sheets</td></tr><tr><td>**Customer**</td><td>  
</td></tr><tr><td>**Job Number**</td><td>  
</td></tr><tr><td>**Job Status**</td><td>  
</td></tr><tr><td>**Employee**</td><td>  
</td></tr><tr><td>**Date From and To**</td><td>  
</td></tr><tr><td>**Sort By**</td><td>  
</td></tr><tr><td>**Show Detail**</td><td>  
</td></tr><tr><td>**Sum by Job**</td><td>  
</td></tr><tr><td>**Show Costs**</td><td>  
</td></tr></tbody></table>

# 24. PO Report

<span style="color: rgb(45, 194, 107);">**Job Costing&gt;Reports&gt;Reports List**</span>

This report will show you stock which is sitting in Purchase Order which is relevant to a Job.   
In the Job Number section enter the Job number   
You can run this report

<table border="1" id="bkmrk-a.-summary-b.-detail" style="border-collapse: collapse; width: 20.1235%;"><colgroup><col style="width: 20.2757%;"></col><col style="width: 79.601%;"></col></colgroup><tbody><tr><td>**a.**</td><td>Summary</td></tr><tr><td>**b.**</td><td>Detail</td></tr></tbody></table>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/scaled-1680-/Lpnimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/Lpnimage.png)

Shows the report on Purchase Orders waiting to go to a specific job. Report is group by Job  
Number and shows various POs against that job number.

<table border="1" id="bkmrk-job-no-select-the-jo" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 17.7038%;"></col><col style="width: 82.3951%;"></col></colgroup><tbody><tr><td>**Job No**</td><td>select the job number for the report</td></tr><tr><td>**Date From and To**</td><td>Select the Date From and the Date To</td></tr><tr><td>**Type**</td><td>Select the type from the drop down arrow</td></tr><tr><td>**Order By**</td><td>Select the Order By from the drop down arrow</td></tr><tr><td>**PO**</td><td>Include the PO by ticking the box</td></tr><tr><td>**GRV**</td><td>Include the GRV by ticking the box</td></tr></tbody></table>

# 25. Job Journals

<span style="color: rgb(45, 194, 107);">**Job Costing&gt;Reports&gt;Reports List**</span>

This report shows transactions processed to ledger accounts via

<table border="1" id="bkmrk-a.-creditors-transac" style="border-collapse: collapse; width: 42.8395%;"><colgroup><col style="width: 8.52694%;"></col><col style="width: 91.4483%;"></col></colgroup><tbody><tr><td>**a.**</td><td>Creditors transactions / Journals </td></tr><tr><td>**b.**</td><td>General Ledger Journals </td></tr><tr><td>**c.**</td><td>General Ledger Cashbooks </td></tr></tbody></table>

This report shows the additional value of expenses that is added to each job from other documents like GL Cashbooks.

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/scaled-1680-/Sk6image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/Sk6image.png)

This report shows the additional value of expenses that is added to each job from other  
documents like GL Cashbooks.

<table border="1" id="bkmrk-job-%C2%A0-entry-type-ord" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 20.4198%;"></col><col style="width: 79.6791%;"></col></colgroup><tbody><tr><td>**Job**</td><td> </td></tr><tr><td>**Entry Type**</td><td>  
</td></tr><tr><td>**Order By**</td><td>  
</td></tr><tr><td>**Use Date Criteria**</td><td>Use Date Criteria option allows the user to select the date or make it visible, if not selected,  
the date will be greyed out.</td></tr><tr><td>**Include Branch**</td><td>  
</td></tr><tr><td>**Date From and To**</td><td>  
</td></tr></tbody></table>

# 26. Invoiced Job Values

<span style="color: rgb(45, 194, 107);">**Job Costing&gt;Reports&gt;Reports List**</span>

This report shows all invoices done over a period of months and gives you links to open the invoices right down to the detail of the invoice

Shows the total value of Jobs invoiced per period in a table format with totals.

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/scaled-1680-/IA7image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/IA7image.png)

<table border="1" id="bkmrk-from-year-and-to-yea" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 24.7408%;"></col><col style="width: 75.3581%;"></col></colgroup><tbody><tr><td>**From Year and To Year**</td><td> </td></tr><tr><td>**Date From and To**</td><td>  
</td></tr><tr><td>**Sort By**</td><td>  
</td></tr><tr><td>**Select**</td><td>  
</td></tr><tr><td>**Show Job Division**</td><td>  
</td></tr><tr><td>**Show Job Region**</td><td>  
</td></tr><tr><td>**Show Job Invoice Group**</td><td>  
</td></tr><tr><td>**Show Excl QT**</td><td>  
</td></tr><tr><td>**Job Type**</td><td>  
</td></tr><tr><td>**Invoice Type**</td><td>  
</td></tr><tr><td>**Include Jobs not Invoiced**</td><td>  
</td></tr><tr><td>**Include Branch**</td><td>  
</td></tr><tr><td>**Include Internal Jobs**</td><td>  
</td></tr></tbody></table>

# 27. Job Delivery Note Report

<span style="color: rgb(45, 194, 107);">**Job Costing&gt;Reports&gt;Reports List**</span>

Shows all delivery notes against a job

Shows Job Delivery Notes.

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/scaled-1680-/CAVimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/CAVimage.png)

<table border="1" id="bkmrk-job-number-%C2%A0-debtor-" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 22.642%;"></col><col style="width: 77.4568%;"></col></colgroup><tbody><tr><td>**Job Number**</td><td> </td></tr><tr><td>**Debtor**</td><td>  
</td></tr><tr><td>**Date From and To**</td><td>  
</td></tr><tr><td>**Order By**</td><td>  
</td></tr><tr><td>**Status**</td><td>  
</td></tr><tr><td>**Type**</td><td>  
</td></tr><tr><td>**Show Value**</td><td>  
</td></tr><tr><td>**Show Delivery Address**</td><td>  
</td></tr></tbody></table>

# 28. Job Capture Report

<span style="color: rgb(45, 194, 107);">**Job Costing&gt;Reports&gt;Reports List**</span>

This gives you a report on all Job captured items against a job   
List of Jobs Captured

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/scaled-1680-/44aimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/44aimage.png)

<table border="1" id="bkmrk-job-number-%C2%A0-employe" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 20.2963%;"></col><col style="width: 79.8025%;"></col></colgroup><tbody><tr><td>**Job Number**</td><td> </td></tr><tr><td>**Employee**</td><td>  
</td></tr><tr><td>**Date From and To**</td><td>  
</td></tr><tr><td>**Sort By**</td><td>  
</td></tr><tr><td>**Status**</td><td>  
</td></tr><tr><td>**Include Branch**</td><td>  
</td></tr><tr><td>**Decimal Places**</td><td>  
</td></tr></tbody></table>

# 29. Job Costing Dates Report

<span style="color: rgb(45, 194, 107);">**Job Costing&gt;Reports&gt;Reports List**</span>

This report looks at the dates of the line items of stock items for different due dates   
Job Costing Dates Report - Order Date, Required Date or Reminder Date And Filtered By Payment Method   
e.g. COD, 30 Days, 60 Days, 90 Days, 120 Days, 150 Days, 180 Days

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/scaled-1680-/YHjimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/YHjimage.png)

<table border="1" id="bkmrk-date-type-%C2%A0-job-numb" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 22.2717%;"></col><col style="width: 77.8272%;"></col></colgroup><tbody><tr><td>**Date Type**</td><td> </td></tr><tr><td>**Job Number**</td><td>  
</td></tr><tr><td>**From Debtor and To**</td><td>  
</td></tr><tr><td>**Date From and To**</td><td>  
</td></tr><tr><td>**Group By**</td><td>  
</td></tr><tr><td>**Payment Method**</td><td>  
</td></tr><tr><td>**Include Branch**</td><td>  
</td></tr><tr><td>**Ignore Activate Dates**</td><td>  
</td></tr></tbody></table>

# 30. Job Reserved Inventory Items

<span style="color: rgb(45, 194, 107);">**Job Costing&gt;Reports&gt;Reports List**</span>

This shows what items are sitting in the WIP account.   
It means that items have been reserved against a job but not yet invoiced.   
This is also different from what is actually been used on the job   
In the example we have here, we have actually used 2 items on this job.   
2 items moved into WIP but then 1 got invoiced. When it was invoiced it was taken out of the WIP account and out of the system.   
Report displays all inventory items reserved against Jobs

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/scaled-1680-/3nwimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/3nwimage.png)

<table border="1" id="bkmrk-debtor-%C2%A0-job-number-" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 24.1235%;"></col><col style="width: 75.9754%;"></col></colgroup><tbody><tr><td>**Debtor**</td><td> </td></tr><tr><td>**Job Number From and To**</td><td>  
</td></tr><tr><td>**Job Status**</td><td>  
</td></tr><tr><td>**Job Type**</td><td>  
</td></tr><tr><td>**Include Internal Jobs**</td><td>  
</td></tr><tr><td>**Decimal Places**</td><td>  
</td></tr></tbody></table>

# 31. Order No. in use in Other Jobs

<span style="color: rgb(45, 194, 107);">**Job Costing&gt;Reports&gt;Reports List**</span>

Search and report on order numbers in use in various jobs.

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/scaled-1680-/P4pimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/P4pimage.png)

<table border="1" id="bkmrk-order-number-enter-t" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 15.9754%;"></col><col style="width: 84.1235%;"></col></colgroup><tbody><tr><td>**Order Number**</td><td>Enter the order number to search on, then click on search button.</td></tr></tbody></table>

Search and report on order numbers in use in various job.  
PO Details tab shows all the Po details for that order number  
Job Details tab has two tabs:  
Job lines tab – Job lines for a selected PO  
Quotes tab – quotes lines for the same selected PO  
Close button closes the form

# 32. Job Analysis Report

<span style="color: rgb(45, 194, 107);">**Job Costing&gt;Reports&gt;Reports List**</span>

Reports cost selling and profit per job

Job Analysis running summary   
This can be viewed in different categories.

<table border="1" id="bkmrk-a.-quote-b.-managed-" style="border-collapse: collapse; width: 32.716%;"><colgroup><col style="width: 15.8662%;"></col><col style="width: 84.0581%;"></col></colgroup><tbody><tr><td>**a.**</td><td>Quote</td></tr><tr><td>**b.**</td><td>Managed</td></tr><tr><td>**c.**</td><td>Invoiced</td></tr><tr><td>**d.**</td><td>Quote vs Invoiced.</td></tr></tbody></table>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/scaled-1680-/1Tiimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/1Tiimage.png)

<table border="1" id="bkmrk-select-%C2%A0-job-no-date" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 21.284%;"></col><col style="width: 78.8149%;"></col></colgroup><tbody><tr><td>**Select**</td><td> </td></tr><tr><td>**Job No**</td><td>  
</td></tr><tr><td>**Date From and To**</td><td>  
</td></tr><tr><td>**Job Status**</td><td>  
</td></tr><tr><td>**Sort By**</td><td>  
</td></tr><tr><td>**Show Open Items**</td><td>  
</td></tr><tr><td>**Include Internal Jobs**</td><td>  
</td></tr><tr><td>**Show Excl QT**</td><td>  
</td></tr><tr><td>**Customer**</td><td>  
</td></tr><tr><td>**Report Type**</td><td>  
</td></tr><tr><td>**Category**</td><td>  
</td></tr><tr><td>**Job Type**</td><td>  
</td></tr></tbody></table>

# 33. Job Picked Shortage Report

<span style="color: rgb(45, 194, 107);">**Job Costing&gt;Reports&gt;Reports List**</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/scaled-1680-/1Hoimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/1Hoimage.png)

<table border="1" id="bkmrk-group-report-by-%C2%A0-jo" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 20.5433%;"></col><col style="width: 79.5556%;"></col></colgroup><tbody><tr><td>**Group Report By**</td><td> </td></tr><tr><td>**Job Status**</td><td>  
</td></tr><tr><td>**Date From and To**</td><td>  
</td></tr><tr><td>**Job No From and To**</td><td>  
</td></tr><tr><td>**Item From and To**</td><td>  
</td></tr><tr><td>**Decimal Places**</td><td>  
</td></tr></tbody></table>

# 34. Report on Reopened Jobs

<span style="color: rgb(45, 194, 107);">**Job Costing&gt;Reports&gt;Reports List**</span>

Report on Reopened Jobs that are still open.

All reopened Jobs option allows the user to view all the jobs reopened if selected and the date  
options disappear.

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/scaled-1680-/ZtTimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/ZtTimage.png)

<table border="1" id="bkmrk-all-reopened-jobs-%C2%A0-" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 29.4109%;"></col><col style="width: 70.5644%;"></col></colgroup><tbody><tr><td>**All Reopened Jobs**</td><td> </td></tr><tr><td>**Date From and To**</td><td>  
</td></tr><tr><td>**Sort By**</td><td>Sort the report by selecting any option from the drop-down arrow.</td></tr><tr><td>**Suppress Multiple Jobs Entries**</td><td>Suppress Multiple Jobs Entries option include the jobs that were opened several if unselected.</td></tr><tr><td>**Include Branch**</td><td>  
</td></tr></tbody></table>

# 40. Time Log to Job Checks

<span style="color: rgb(45, 194, 107);">**Job Costing&gt;Reports&gt;Reports List**</span>

This report checks time logs to jobs for exceptions for Time logs onto Jobs.  
If you are not able to see this report, please add to your security for report role permissions.  
Found under System Configuration Security Module

If the same time log exists in the same job, then I want to see the time logs  
If the same time log exists in manage job but in separate jobs, we will accept that the duplicate is OK and I don’t need to see that on the report

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/scaled-1680-/blCimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/blCimage.png)

<table border="1" id="bkmrk-type-of-report-there" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 16.5926%;"></col><col style="width: 83.5062%;"></col></colgroup><tbody><tr><td>**Type of Report**</td><td>There are two options to check for missing time logs not on a job and duplicate time logs on a job

<span style="text-decoration: underline;">Missing Time logs</span>  
Checks the Time Log table and then checks the Manage job lines to see if the time log is on any job  
Date range is specific to the date of the time log

<span style="text-decoration: underline;">Duplicate Time logs</span>  
Checks the Manage job lines history table and checks for duplicates or more for any time logs added to a job.

Date range is specific to the date of the log entry onto the job

</td></tr><tr><td>**Job Number**</td><td>So the query is similar to duplicate T/L if we selected a job number.  
However it just runs across all jobs and checks duplicates within each job and gives result set</td></tr><tr><td>**T/L Date From**</td><td>  
</td></tr><tr><td>**Sort By**</td><td>  
</td></tr><tr><td>**Customer**</td><td>  
</td></tr><tr><td>**T/L Date To**</td><td>  
</td></tr><tr><td>**Within Job**</td><td>  
</td></tr></tbody></table>

# 50. Delivery Note to Credit Note Audit Trail

<span style="color: rgb(45, 194, 107);">**Job Costing&gt;Reports&gt;Reports List**</span>

Shows the audit trial of a delivery note and document numbers linked to that delivery note.

This report shows all delivery notes and documents which proceeded the delivery note and the status of this

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/scaled-1680-/19Eimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/19Eimage.png)

<table border="1" id="bkmrk-delivery-note-%C2%A0-date" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 18.1976%;"></col><col style="width: 81.9013%;"></col></colgroup><tbody><tr><td>**Delivery Note**</td><td> </td></tr><tr><td>**Date From and To**</td><td>  
</td></tr></tbody></table>

# 51. All Documents Associated with a Job

<span style="color: rgb(45, 194, 107);">**Job Costing&gt;Reports&gt;Reports List**</span>

This report shows all documents associated with a job   
Jobs can have multiple

<table border="1" id="bkmrk-a.-quotes%C2%A0-b.-delive" style="border-collapse: collapse; width: 24.4444%;"><colgroup><col style="width: 19.2964%;"></col><col style="width: 80.6022%;"></col></colgroup><tbody><tr><td>**a.**</td><td>Quotes </td></tr><tr><td>**b.**</td><td>Delivery Notes</td></tr><tr><td>**c.**</td><td>Invoices</td></tr></tbody></table>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/scaled-1680-/Pqzimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/Pqzimage.png)

<table border="1" id="bkmrk-job-from-%C2%A0-job-no-to" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 20.9136%;"></col><col style="width: 79.1852%;"></col></colgroup><tbody><tr><td>**Job From**</td><td> </td></tr><tr><td>**Job No To**</td><td>  
</td></tr><tr><td>**Debtor From and To**</td><td>  
</td></tr><tr><td>**Date From and To**</td><td>  
</td></tr><tr><td>**Job Status**</td><td>  
</td></tr><tr><td>**Document Types**</td><td>  
</td></tr><tr><td>**Include Branch**</td><td>  
</td></tr></tbody></table>

# 52. Job Days Completion Report

<span style="color: rgb(45, 194, 107);">**Job Costing&gt;Reports&gt;Reports List**</span>

This report shows how many days a job has to completion as well as the percentage complete based on either

<table border="1" id="bkmrk-a.-cost-b.-selling-c" style="border-collapse: collapse; width: 23.8272%;"><colgroup><col style="width: 18.1735%;"></col><col style="width: 81.7224%;"></col></colgroup><tbody><tr><td>**a.**</td><td>Cost</td></tr><tr><td>**b.**</td><td>Selling</td></tr><tr><td>**c.**</td><td>Quantity</td></tr></tbody></table>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/scaled-1680-/Zm8image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/Zm8image.png)

<table border="1" id="bkmrk-job-no-%C2%A0-date-from-a" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 23.2593%;"></col><col style="width: 76.8396%;"></col></colgroup><tbody><tr><td>**Job No**</td><td> </td></tr><tr><td>**Date From and To**</td><td>  
</td></tr><tr><td>**Job Status**</td><td>  
</td></tr><tr><td>**Completion Date**</td><td>  
</td></tr><tr><td>**Days More**</td><td>  
</td></tr><tr><td>**Completion Percentage**</td><td>  
</td></tr><tr><td>**Include Branch**</td><td>  
</td></tr></tbody></table>

# 55. Job Delivery Address Report

<span style="color: rgb(45, 194, 107);">**Job Costing&gt;Reports&gt;Reports List**</span>

This report shows the delivery address for the selected Jobs

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/scaled-1680-/LWOimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/LWOimage.png)

<table border="1" id="bkmrk-job-this-is-there-if" style="border-collapse: collapse; width: 100%; height: 177.6px;"><colgroup><col style="width: 18.1976%;"></col><col style="width: 81.9013%;"></col></colgroup><tbody><tr style="height: 29.6px;"><td style="height: 29.6px;">**Job**</td><td style="height: 29.6px;">This is there if you want to print the delivery address for a specific job number</td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">**Debtor**</td><td style="height: 29.6px;">Select the customer related to the jobs if applicable</td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">**Date From and To**</td><td style="height: 29.6px;">Select the date range for the information that should be displayed. </td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">**Order By**</td><td style="height: 29.6px;">Choose in which order the data should be displayed</td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">**Job Status**</td><td style="height: 29.6px;">Is the job started, cancelled, completed, etc.</td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">**Use date range**</td><td style="height: 29.6px;">Use the dates specified by the date from and date to</td></tr></tbody></table>

# 60. Purchase Order Forecast

<span style="color: rgb(45, 194, 107);">**Job Costing&gt;Reports&gt;Reports List**</span>

It is a report that shows a forecast of purchase orders broken into number of days.

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/scaled-1680-/Pkrimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/Pkrimage.png)

<table border="1" id="bkmrk-job-from-and-to-%C2%A0-da" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 18.8149%;"></col><col style="width: 81.284%;"></col></colgroup><tbody><tr><td>**Job From and To**</td><td> </td></tr><tr><td>**Date From and To**</td><td>  
</td></tr><tr><td>**Day Interval**</td><td>  
</td></tr></tbody></table>

# 62. Job Purchasing Report

<span style="color: rgb(45, 194, 107);">**Job Costing&gt;Reports&gt;Reports List**</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/scaled-1680-/q0uimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/q0uimage.png)

<table border="1" id="bkmrk-job-from-and-to-%C2%A0-da" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 17.5803%;"></col><col style="width: 82.5186%;"></col></colgroup><tbody><tr><td>**Job From and To**</td><td> </td></tr><tr><td>**Date From and To**</td><td>  
</td></tr><tr><td>**Report Type**</td><td>  
</td></tr><tr><td>**Status**</td><td>  
</td></tr></tbody></table>

# 70. Job Invoice Profit

<span style="color: rgb(45, 194, 107);">**Job Costing&gt;Reports&gt;Reports List**</span>

Use this report to workout how much you've invoiced to date and how much the job has accumulated in costs.   
It shows the net profit between the two and allows you to workout whether you are under invoicing a job.

You can filter this report by job number, customer or job status.   
If you leave the field blank for the job number and the customer it will search on all.

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/scaled-1680-/ta5image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/ta5image.png)

The net profit he's worked out as follows   
Invoice preparation plus invoices less managed costs on job equals net profit.   
   
Invoice values are represented based on the selling price of invoices processed.   
It has worked out as follows.   
Debtors invoices plus job usage invoices plus job percentage invoices less credit notes.   
   
M-Cost is defined as managed or usage on a managed job

The report will also show the last date and invoice number that was processed on the job.

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/scaled-1680-/5Fjimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/5Fjimage.png)

# Job Earnings Report

<span style="color: rgb(45, 194, 107);">**Job Costing&gt; Reports&gt; Reports List**</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-03/scaled-1680-/zSTimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-03/zSTimage.png)

<table border="1" id="bkmrk-date-from-and-to-%C2%A0-c" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 23.2717%;"></col><col style="width: 76.8519%;"></col></colgroup><tbody><tr><td>**Date From and To**</td><td> </td></tr><tr><td>**Customer From and To**</td><td>  
</td></tr><tr><td>**Job No**</td><td>  
</td></tr><tr><td>**Include Internal**</td><td>  
</td></tr><tr><td>**IgnoreDiscount**</td><td>  
</td></tr></tbody></table>

# 72. Invoiced Accounting WIP Cost Difference

<span style="color: rgb(45, 194, 107);">**Job Costing&gt;Reports&gt;Reports List**</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/scaled-1680-/kiaimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/kiaimage.png)

<table border="1" id="bkmrk-job-no-%C2%A0-status-regi" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 23.7531%;"></col><col style="width: 76.3457%;"></col></colgroup><tbody><tr><td>**Job No**</td><td> </td></tr><tr><td>**Status**</td><td>  
</td></tr><tr><td>**Region**</td><td>  
</td></tr><tr><td>**Division**</td><td>  
</td></tr><tr><td>**Completed Jobs Between**</td><td>  
</td></tr><tr><td>**Customer**</td><td>  
</td></tr><tr><td>**Invoice Date to**</td><td>  
</td></tr><tr><td>**Invoice group**</td><td>  
</td></tr><tr><td>**Job Manager**</td><td>  
</td></tr><tr><td>**Date From and To**</td><td>  
</td></tr></tbody></table>

# Job Lines to be Invoice

<span style="color: rgb(45, 194, 107);">**Job Costing&gt;Reports&gt;Reports List**</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/scaled-1680-/FKlimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/FKlimage.png)

<table border="1" id="bkmrk-job-no-%C2%A0-debtor" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 11.0371%;"></col><col style="width: 89.0618%;"></col></colgroup><tbody><tr><td>**Job No**</td><td> </td></tr><tr><td>**Debtor**</td><td>  
</td></tr></tbody></table>

# Job Managed Dimension Report

<span style="color: rgb(45, 194, 107);">**Job Costing&gt; Reports&gt; Reports List**</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-03/scaled-1680-/q1Yimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-03/q1Yimage.png)

<table border="1" id="bkmrk-date-from-and-to-%C2%A0" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 17.7161%;"></col><col style="width: 82.4075%;"></col></colgroup><tbody><tr><td>**Date From and To**</td><td> </td></tr></tbody></table>

# 74. Job Profit Status on Percentage Jobs

<span style="color: rgb(45, 194, 107);">**Job Costing&gt;Reports&gt;Reports List**</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/scaled-1680-/fbaimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/fbaimage.png)

<table border="1" id="bkmrk-job-no-%C2%A0-status-regi" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 23.7531%;"></col><col style="width: 76.3457%;"></col></colgroup><tbody><tr><td>**Job No**</td><td> </td></tr><tr><td>**Status**</td><td>  
</td></tr><tr><td>**Region**</td><td>  
</td></tr><tr><td>**Division**</td><td>  
</td></tr><tr><td>**Completed Jobs Between**</td><td>  
</td></tr><tr><td>**Customer**</td><td>  
</td></tr><tr><td>**Invoice Date to**</td><td>  
</td></tr><tr><td>**Invoice group**</td><td>  
</td></tr><tr><td>**Job Manager**</td><td>  
</td></tr><tr><td>**Date From and To**</td><td> </td></tr></tbody></table>

# 000. Job Overview Summary Report

<span style="color: rgb(45, 194, 107);">**Job Costing&gt;Reports&gt;Reports List**</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/scaled-1680-/SDYimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-06/SDYimage.png)

<table border="1" id="bkmrk-from-job-and-to-%C2%A0-fr" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 20.0494%;"></col><col style="width: 80.0494%;"></col></colgroup><tbody><tr><td>**From Job and To**</td><td> </td></tr><tr><td>**From Debtor and To**</td><td>  
</td></tr><tr><td>**From Date and To**</td><td>  
</td></tr><tr><td>**Job Status**</td><td>  
</td></tr><tr><td>**Sort By**</td><td>  
</td></tr></tbody></table>